@techfacts
my takeout from all this tariff analysis seems to confirm some of what you;ve been saying
- Lifx has little pricing power so
- highly susceptible to Phillips or other big player etc swallowing their market
- sector will trade on a low multiple
BUD used to be a SaaS sexy multiple play. Now i seem to be getting told its a low multiple discretionary industrials play
that does not bode well for the sp unless they can regraft some synergies through cross selling - or maybe find a new market
@techfactsmy takeout from all this tariff analysis seems to...
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